This article explains how to define the Lead source field for Leads, Contacts, and Accounts as part of Demandbase Sales Intelligence Salesforce App Package installation.
| Step | Description | Details |
|---|---|---|
| 1 | Log in | Login to your salesforce application. |
| 2 | Go to Set up | Click setup as shown in the following screen:
|
| 3 | Go to Fields | In the resultant screen, click Build. Then click Leads. Click Fields. This is illustrated in the following screen:
|
| 4 | Go to Lead Source | The following screen appears:
In the above screen click Lead Source, highlighted in a red circle. |
| 5 | Create a New Lead Source | In the Lead Source Picklist Values, click New to create a new Lead Source. |
| 6 | Save the lead source |
On the Lead Source page, type in InsideView in the text box (case–sensitive) and click Save. The Lead Source is added to the list. When you define the lead source field for Leads, the Account and Contact source fields also get updated automatically. |
